Red Clay is a CRM services company that implements Microsoft and Pivotal software for small and medium-sized companies.
Microsoft CRM implementation, integration, and consulting services for small and medium-sized businesses
Red Clay offers complete Microsoft CRM implementation and integration services - making your crm implementation quick, painless, and as affordable as possible.
With direct access to customer information through Microsoft Office Outlook, benefits of implementing Microsoft CRM include:
Tight integration with the Microsoft Office system and Office Outlook, allows employees to easily pull information from Microsoft Dynamics CRM into Office system applications such as Microsoft Office Excel spreadsheet software and Microsoft Office Word word processing software.
Customized workspaces allow users to create, save, and reuse favorite views of customer data without the distraction of unneeded information.
Service Calendars allow service schedulers and dispatchers to schedule activities by resource, time, or service.
Powerful reporting and analysis tool make it easy to identify opportunities and problems at a glance.
Great mobile support help enable field workers to get instant access to customer data from most popular portable devices including mobile phones with Web browsers, and laptops.
Microsoft CRM implementation and consulting
Runtime: 5 Minutes, 37 Seconds
Microsoft CRM 3.0 Professional
Runtime: 5 Minutes, 10 Seconds
Microsoft Dynamics CRM for Financial Services
Runtime: 3 Minutes, 41 Seconds@2007 Microsoft Corporation. All rights reserved. Microsoft, the Microsoft Dynamics logo, Microsoft Dynamics, Microsoft Office, and Microsoft Outlook are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.
Converts leads to opportunities and tracks them throughout the sales cycle.
Enables consistent tracking and closing of sales opportunities.
Analytical tools provide salespeople with qualified leads and opportunities.
Provides a full-featured product catalog that supports complex pricing levels, units of measure, and discounts.
Converts quotes to orders that can be modified and saved until they are ready to be billed as invoices.
Helps measure sales performance against quotas.
Helps create, manage, and distribute sales material.
Enables creation of customized e-mail messages to customers.
Enables customer service requests to be created, assigned, and managed from a central location.
Promotes easy processing of service requests through customizable workflow rules.
Generates automatic responses to customer requests.
Automatically records customer communications and associates e-mail messages with appropriate customer records.
Makes it easy to manage service resources and to better understand resource and equipment allocation, usage, and effectiveness.
Provides a repository for the publishing of support articles and information.
Helps create, manage, and distribute sales material.
. Creates, maintains, and updates service contracts automatically.
Enables campaign planning based on budgets and expenses, promotion codes, target products, marketing collateral, and more.
Allows existing customer information or imported contact information from various sources to be used to create targeted lists for specific campaigns.
Facilitates queries to customer lists, helping locate accounts that meet specific criteria.
Lets you create templates to use again in future campaigns.
Enables lead conversion and cost and performance data analysis.
Helps quantify campaign success.
Lets you send and receive faxes from your desktop using the capabilities of Microsoft Small Business Server.
“As executive sponsor of our company’s CRM, I have complete confidence in Red Clay’s functional and technical expertise. Their knowledge of our business and our CRM system is key to our sales and marketing strategy.”
Kathleen Rethelford
SVP-Business Development & Marketing
Silverton (formerly The Bankers Bank)
Document Management for Pivotal CRM
Email marketing for Pivotal CRM
LODESTAR implementation, integration, and consulting services for the utility industry.